Andes Risk

Our CEO, J. Helen Yang, CFA, recently attended the #TiburonCEOSummit, where she connected with industry leaders and explored groundbreaking ideas in finance and innovation. Engaging in discussions with top minds has enriched our strategic approach and sparked new ideas to enhance Andes Risk's impact. We are eager to leverage these insights to drive forward-thinking solutions and create greater value for our clients. We look forward to continuing the conversation and applying these learnings to address future challenges! Thanks to everyone who made this summit a memorable and inspiring experience! #TiburonCEOSummit #Leadership #Wealthmanagement

We're still buzzing from the incredible insights shared at the 2024 Money Management Institute Annual Conference! It was an inspiring event, filled with insightful discussions on: · The transformative impact of technology on the future of wealth management. · Delivering personalized client solutions in a dynamic financial environment. · Broadening access to alternative investments for retail investors. Our CEO, J. Helen Yang, CFA, had the opportunity to reconnect with familiar faces and build new connections with leaders in the industry. We're grateful to everyone who made this event a success! Stay tuned for more insights as we continue to explore these emerging trends. #MMIAnnualConference #WealthManagement #FinTech #WealthManagement #MMIAnnualConference #AssetManagement

Had a great time in beautiful Charlotte seeing friends old and new. Thank you Money Management Institute for such a supportive community! Cheryl Nash Kathy Freeman Godfrey Money Management Institute Joan Lensing Arlen Oransky Craig Pfeiffer Abhishek Sharma Adam Tabor, CIMA? Thanh Hong Lisa Hanes

Behavioral Finance helps us understand how emotions and biases impact financial decisions. It’s not just about numbers—it’s about psychology too. Stay aware, invest smarter. #BehavioralFinance #InvestSmart #FinancialMindset

Fall reminds us that change is wonderful. Wishing all of you a beautiful season and bountiful of harvest! ??

A Risk Tolerance Test is more than just a questionnaire—it's a key tool to understand how much market risk you're comfortable with. It helps ensure your investment strategy aligns with your financial goals and emotional limits. Know your limits before the market tests them. #RiskTolerance #InvestSmart #FinancialPlanning

Knowing your clients goes beyond their personal interests—it means understanding their behavioral risk factors. The Andes Behavioral Risk Index (BRI) provides crucial insights into how clients may react under pressure, helping you identify problematic tendencies before they surface. Emphasize the value of your professional investment advice by illustrating the costs of emotional decision-making. #BehavioralRisk #WealthTech #AdvisoryServices

?? We're thrilled to share that our Founder and CEO, J. Helen Yang, CFA will serve as a judge for the WealthBriefing WealthTech Americas Awards 2025! ?? It’s exciting to be part of a process recognizing and celebrating excellence in the wealth technology industry. If you or someone you know is making extraordinary strides in wealth technology, we encourage you to submit your entry for this prestigious award. For more information and to apply please refer to the document below. https://hubs.la/Q02Qh5Q20 #WealthTech #IndustryExcellence #Awards2025 #SubmitYourEntry Siiri Piiroinen Rachel Fokes